BVAL vs IUSV

ABVAL

BIUSV

Measures won0–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.66%IUSV · $166 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common0.0%BVAL and IUSV

BVAL

IUSV

Bluemonte Large Cap Value ETF · $321MiShares Core S&P U.S. Value ETF · $29.0B

[…]3 years · per year[…] · $16,360+17.8%

[…]5 years · per year[…] · $16,974+11.2%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

1.16%12-mo yield$116 · $166 on $10k1.66%

−6.7%Worst dropSmaller wins−6.4%

10.7%VolatilityLower wins10.3%

0–4IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBVAL · IUSV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−0.2%	+14.9%	+17.8%	new	new	−6.7%	$321M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−0.2%	+14.9%	+17.8%	new	new	−6.7%	$321M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BVAL vs IUSV

BVAL

Bluemonte Large Cap Value

[…]

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureBVALIUSV

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield1.16%1.66%

5 years, per year[…]+11.2%

3 years, per year[…]+17.8%

Worst drop · 1Y−6.7%−6.4%

Volatility · 1Y10.7%10.3%

4–0measures won
IUSV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BVAL, IUSV, VUG

Today

24.5%most shared, IUSV and VUG

BVALIUSVVUG

BVAL—0.0%0.0%

IUSV0.0%—24.5%

VUG0.0%24.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

BVAL$116 − $29 = $87

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee